When the Demo Migration to your new Highrise is complete, please proceed with the following actions:
- Log into your Highrise CRM
- Start reviewing the migration results from the ‘Contacts’ modules. Highrise Contacts module includes both people and organizations.
- Look through all the contact information: email, phone number, related deals, tasks, and notes.
The Contact should have the relation to the corresponding Account(s), Opportunities/Deals and Activities respectfully.
More questions are coming up?
Feel free to contact our support team.